A pro-forma invoice is an abridged or estimated invoice sent in advance of a delivery of goods. It notes the kind and quantity of goods, their value, and other important information, such as weight and transportation charges.
Pro-forma invoices are commonly used as preliminary invoices with a quotation. They are also used for customs purposes during importation. They differ from a normal invoice in that they are not a demand (or request) for payment.
Activate the feature¶
In order to utilize pro-forma invoices, the Pro-Forma Invoice feature must be activated. To do that, navigate to Quotations & Orders section, click the checkbox next to Pro-Forma Invoice. Then, click Save to save all changes., and in the
Send a pro-forma invoice¶
With the Pro-Forma Invoice feature activated, the option to send a pro-forma invoice is now available on any quotation or sales order, via the Send Pro-Forma Invoice button.
When the Send Pro-Forma Invoice button is clicked, an email pop-up appears. The Recipients field is auto-populated with the customer from the sales order or quotation. Then, if needed, modify the Subject field and the body of the email. The pro-forma invoice is automatically added as an attachment to the email.
When ready, click Send, and Odoo instantly sends the email, with the attached pro-forma invoice, to the customer.
To preview what the pro-forma invoice looks like, click on the PDF at the bottom of the email pop-up window before clicking Send. When clicked, the pro-forma invoice is downloaded instantly. Open that PDF to view (and review) the pro-forma invoice.